CIK 1911097
Marion Wealth Management
Institutional 13F holdings & portfolio
Holdings
144
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 144
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSX | PHILLIPS 66 | 14K | $1M+ | SH |
| DE | DEERE & CO | 4K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 12K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 40K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 18K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 10K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 13K | $1M+ | SH |
| KO | COCA COLA CO | 25K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 21K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 8K | $1M+ | SH |
| VMC | VULCAN MATLS CO | 6K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 17K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 7K | $1M+ | SH |
| EOG | EOG RES INC | 14K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 27K | $1M+ | SH |
| UNP | UNION PAC CORP | 7K | $1M+ | SH |
| LIN | LINDE PLC | 3K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| FLXS | FLEXSTEEL INDS INC | 35K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 28K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 10K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 6K | $1M+ | SH |
| EQIX | EQUINIX INC | 1K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 17K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| SPIB | SPDR SERIES TRUST | 22K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| AOA | ISHARES TR | 8K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| EFA | ISHARES TR | 6K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| HEDJ | WISDOMTREE TR | 10K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 10K | $500K+ | SH |
| DKS | DICKS SPORTING GOODS INC | 2K | $100K–$500K | SH |
| SPSB | SPDR SERIES TRUST | 16K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| DLN | WISDOMTREE TR | 5K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| CSX | CSX CORP | 11K | $100K–$500K | SH |